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Infor LX Tips, Infor LN Tips, BPCS Tips, Baan Tips, Infor M3 Tips & Infor ERP News

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Infor LX | Infor LN | BPCS | Baan | Infor M3

BPCS/LX Tip of the Week: Product Routing

Anthony Etzel 0 41833 Article rating: No rating

Defining the Product Routing first requires the items to be setup in the Item Master file. Other master files also need to be defined prior to creating the routing.
These include:

  • The Facility defined with a SYS program
  • The Warehouses defined with an INV program
  • Locations defined with an INV program
  • The Machines (required if using capacity planning or an MES interface) defined with an MDM program

After the above data is set up, the Department file and Work Center files can be setup in MDM. Now you are ready to define a product route.

Baan/LN Tip of the Week: Month End – Miscellaneous To-Do’s

Kathy Barthelt 0 54302 Article rating: No rating
  • Print Sales Order History Information
    • all invoices processed through sales
  • Check Inventory Valuation
    • this should tie out to your inventory accounts
  • Print Integration Information
    • see all postings from WIP to finished goods
  • Print G/L Transaction Information
    • print specific transaction types for any GL account
  • Print Lot Control Information
    • will show where serial numbers were used
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Tips:  LX | BPCS | M3

Role-Based Security introduces Role type profiles and allows combining the use of Role profiles with the traditional LX User type security profile functionality. The new Role type profile can be defined to allow or deny access to All Products, Attention Key, Products, Programs, and Transaction Effects. Facility, Warehouse, and Company securities are still defined solely by the User profile settings and are not affected by the assignment of a Role. Where applicable, the Role authority is displayed alongside the User authority on the security profile maintenance screens making it easy to see where there are differences in authority between the User and the assigned Roles. 

When Users are assigned to Roles, security access in LX becomes a combination of authorities granted or denied by the Role, plus any User Exceptions. User Exceptions override authorities set by the Roles. A User can also be assigned to more than one Role.

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Tips: LN | Baan

Kathy Barthelt

Infor LN & Baan Tip: Outbound Order Lines

When the originating order or order line of an outbound order line is canceled or changed, this affects the outbound order line and may impact the related outbound advice, shipments, or shipment lines.

For most order origins, warehousing order-type parameters determine whether these actions are allowed:

  1. Update the outbound order line if the originating order is changed.
  2. Cancel the originating order line and the outbound order line.
  3. Delete the canceled outbound order line.

Updating Outbound Order Lines

  • Allowed: Changes made to the originating order are updated to the outbound order line. Related outbound advice and picking lists, if present, are deleted.
  • Not Allowed: A message is displayed, and input is blocked when trying to change the originating order line.

Canceling Outbound Order Lines

  • Allowed: The outbound order line is deleted or set to Canceled when the originating order line is canceled.
    • When a canceled outbound order line is deleted, related outbound advice and picking lists are also deleted.
    • Outbound order lines originating from manual order origins cannot be deleted when canceled.
  • Not Allowed: You cannot cancel the originating order line or the outbound order line. A message is displayed when attempting to cancel the originating order line.

Processing Canceled Outbound Order Lines

  • To process an outbound order line set to Canceled, the outbound order line must be set to Shipped.
  • The status of the outbound order line determines whether all steps of the outbound and shipment procedures must be completed.
  • When a canceled outbound order line is set to Shipped, the shipped quantity is automatically set to 0.
  • A transfer order can be created to return the not-shipped goods to inventory.

Preventing Shipment When Canceling is Not Allowed

  • Complete the outbound and shipment procedures to prevent goods from being shipped.
  • When confirming the shipment line, set the shipped quantities to 0 and create a transfer order to return the not-shipped goods to inventory.

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Kathy Barthelt

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